contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Neste produces transport fuel and renewable fuels. Today, the largest operations and extraction are held in the Nordic market, where the company is active in the entire value chain, from extraction to delivery to port depots. In addition, the opportunity is given for direct sales where customers can pick up fuel at selected stations. The largest market is in the Nordic region, and the company is headquartered in Espoo, Finland.

OP’s morning review states that the UK is proposing import tariffs of $341-402 per ton on US RD producers in response to the advantage brought by the CFPC (Clean Fuel Producers Credit). The tariff would come into effect in March. According to OP, this is good news for Neste’s renewable product sales margins next year.

ROAST🔥 this afternoon                   Inderes              ROAST Neste 28.11.2025 - Inderes    Aika: 28.11.2025 klo 15.00 Kieli: fi Nesteen toimitusjohtaja Heikki Malinen saapuu Pulkkisen vieraaksi ROASTiin.                             Addition: Here are the questions and themes with timestamps: 00:00 Heikki Malinen 01:00 Neste as an investment target 01:35 Why haven’t you bought the stock 02:10 Management ownerships 03:05 Neste almost in a ditch 05:14 Risks 06:50 Regulatory risks 08:35 Hubris 09:55 Staff morale 11:00 Key experts 13:44 Balance sheet flexibility 16:15 Profitability improvement 17:25 Continuous improvement 19:15 Culture and investment discipline 22:00 Culture eats strategy 23:32 Competition 25:30 Moats 30:20 China 33:38 Regulation and return on capital 35:55 Raw material sourcing 38:50 China tariffs and SAF 40:00 SAF and sustainability 43:55 Singapore refinery and regulation 46:00 Martinez 48:28 Safety 50:40 Return on capital in the future 51:35 Developing leaders 53:25 Which company do you admire 54:35 Where will Neste be in 10 years ROAST is now also available on Spotify!

Wow! $30/bbl Q4 margin for oil products would fantastic!.. In my excel, I have $18/bbl. So, if in real life there is a +$12/bbl, it roughly translates to +250mEur additional EBITDA, if compared to my expectations.. On renewables side, for Q4 UBS is more cautious than me: $467/Mt in UBS’s excel vs $520/Mt in my excel.. After 2 months will see whose excel guesses better..

Behind the link, UBS’s commentary on the Neste target price increase: https://www.investing.com/news/stock-market-news/ubs-upgrades-neste-to-buy-citing-stronger-margins-and-tighter-renewable-diesel-4378971

UBS yesterday raised Neste’s target price from 16 euros to 20.50 euros and buy (previously neutral). There is now incorrect reporting circulating, claiming that the target price has now fallen to 16 euros. For some reason, things have been inverted in the reporting, presumably “accidentally” of course  . The correct one is therefore 20.50. Here you can find UBS’s target prices for Neste: UBS Investment Bank

SAF price is rising and demand is growing due to regulation, as can be seen above.                   Neste              Oil Products | Market data | Neste    Daily figures on Neste's oil products are based on last five (5) days rolling average.                             Diesel margins and price also seem to be rising. One would think this should already be visible in the stock price. I believe Neste’s raw material procurement is also top-notch, so margins should also be in order.

SAF Investor              SAF prices maintain northward trajectory | SAF Investor    Sustainable aviation fuel (SAF) prices continue to climb, reaching two-year highs in Europe  supported by firm mandate demand.         Est. reading time: 2 minutes

Neste

Neste Corporation, Stock Exchange Release, 20 August 2025 at 9 a.m. (EET) Neste Corporation will publish financial reports in 2026 as follows: Financial Statements for fiscal 2025: 5 February...

Neste Corporation, Stock Exchange Release, 20 August 2025 at 9 a.m. (EET) Neste Corporation will publish financial reports in 2026 as follows: Financial Statements for fiscal 2025: 5 February 2026 Interim Report January-March 2026: 29 April 2026 Half Year Financial Report January-June 2026: 24 July 2026 Interim Report January-September 2026: 29 October 2026 The Annual Report 2025 will be published on Neste's website on 4 March 2026 at the latest. The Annual General Meeting is scheduled for Wednesday, 25 March 2026. Neste Corporation Hanna Maula Senior Vice President, Communications, Marketing, Sustainability and Public Affairs Further information:&nbsp; Anssi Tammilehto, Senior Vice President, Strategy, M&amp;A and Investor Relations, tel. +358 50 458 8436 Neste's media service, tel. +358 800 94025 / <a href="mailto:media@neste.com">media@neste.com</a> (weekdays from 8.30 a.m. to 4.00 p.m. EET). Please subscribe to Neste's releases at <a href="https://www.neste.com/media/subscribe">https://www.neste.com/media/subscribe</a>.<div></div>